GFP

Gryphon Financial Partners Portfolio holdings

AUM $766M
1-Year Est. Return 20.03%
This Quarter Est. Return
1 Year Est. Return
+20.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$337M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$491K
3
+$448K
4
TSLA icon
Tesla
TSLA
+$420K
5
DIS icon
Walt Disney
DIS
+$393K

Top Sells

1
+$7.95M
2
+$5.94M
3
+$2.99M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.16M

Sector Composition

1 Technology 7.5%
2 Healthcare 7.45%
3 Communication Services 5.34%
4 Consumer Staples 4.77%
5 Financials 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$494K 0.15%
22,892
+6,693
77
$492K 0.15%
6,159
-24
78
$491K 0.15%
+8,719
79
$491K 0.15%
1,506
+15
80
$491K 0.15%
8,400
81
$490K 0.14%
10,108
+21
82
$486K 0.14%
3,398
+43
83
$486K 0.14%
5,926
+432
84
$482K 0.14%
3,471
+1,285
85
$475K 0.14%
1,315
+5
86
$474K 0.14%
9,583
+327
87
$460K 0.14%
2,103
+477
88
$454K 0.13%
4,546
-7
89
$453K 0.13%
5,536
-127
90
$431K 0.13%
8,885
91
$429K 0.13%
1,975
+372
92
$428K 0.13%
5,015
+277
93
$427K 0.13%
2,584
+767
94
$426K 0.13%
5,640
+201
95
$425K 0.13%
2,537
+214
96
$423K 0.13%
1,577
+271
97
$421K 0.12%
1,289
-29
98
$420K 0.12%
+2,940
99
$419K 0.12%
21,996
+181
100
$419K 0.12%
16,047
+2,000
2 3
4
5 6